Optex Systems
OPXS
16 hedge funds and large institutions have $4.68M invested in Optex Systems in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 3 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
18% more capital invested
Capital invested by funds: $3.98M → $4.68M (+$700K)
0.88% more ownership
Funds ownership: 8.04% → 8.92% (+0.88%)
6% less funds holding
Funds holding: 17 → 16 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$136K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$115K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$113K |
| 4 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$65.1K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$42.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$29.4K |
| 2 |
RWMG
Redwood Wealth Management Group
Medford,
New Jersey
|
-$14.4K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$4.26K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3.38K |
| 5 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$1.44K |
OPXS Hedge Fund Activity: Q3 2024 in Review
16 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Optex Systems (OPXS) for Q3 2024, worth a combined $4.68M — up 18% from $3.98M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of OPXS and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 10 added.
The largest buyer was Geode Capital Management, adding an estimated $136K. The largest seller was Punch & Associates Investment Management, cutting an estimated $29.4K.
- 16 institutional investors held Optex Systems (OPXS) as of Q3 2024, down from 17 in Q2 2024.
- Funds reported $4.68M of Optex Systems stock for Q3 2024, up 18% quarter-over-quarter.
- 2 funds opened new Optex Systems positions in Q3 2024 and 3 closed out, a net change of -1 holder.
- The largest Optex Systems buyer in Q3 2024 was Geode Capital Management, an estimated $136K added.
- The largest Optex Systems seller in Q3 2024 was Punch & Associates Investment Management, an estimated $29.4K sold.
Based on aggregated 13F filings for Q3 2024.